undefinable
2022-05-09 21:12哪里看出來plan sponsor hold investment grade credit rating
所屬:CFA Level III > Private Wealth Management 視頻位置 相關(guān)試題
來源: 視頻位置 相關(guān)試題
1個(gè)回答
Chris Lan助教
2022-05-10 17:12
該回答已被題主采納
同學(xué)您好
以下的這句話可以看出來,BBB+正好是投資級(jí)的最后一檔。
The firm has been in business for 82 years and has a Fitch credit rating of BBB+.
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追問
C選項(xiàng)為啥不對(duì)
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追答
同學(xué)您好
因?yàn)镃這個(gè)因素是要考慮的。原文說,
37% publicly traded equity, mostly small-cap growth equities, about half of which is in Tucker common stock, which is considered a growth stock and pays no dividends;
37%的股票配置中,有一半是自家的股票,所以資產(chǎn)組合和公司的運(yùn)營(yíng)表現(xiàn)相關(guān)性太高。這會(huì)導(dǎo)致分散化不足。如果公司表現(xiàn)差,公司股票回報(bào)就會(huì)低,公司表現(xiàn)差的時(shí)候,也沒有能力額外為資產(chǎn)端提供contribution。因此這個(gè)因素是需要考慮的。
